BL
BL

Brittnei Larue

4 Years of Experience
Chicago, IL
1 DisclosureBrokerSells Insurance

Brittnei Larue is a registered investment advisor at Bankers Life Advisory Services, INC., based in Chicago, IL, with 4 years of industry experience. Brittnei operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 11,822 clients with $1.9B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
504 advisors
Number of Clients
11,822 clients
Average Client Portfolio
$164K average
Assets Under Management
$1.9B

Fee Structure

Investment management only (planning not offered)

Bankers Life Advisory Services (BLAS) charges an annual fee for managing your investment portfolio, ranging from 0.50% to 2.5% of the portfolio's value. This fee is negotiable. The fee is deducted from your account quarterly in advance.

Loading...

Location

303 E. Wacker Drive, Ste 500, Chicago, IL, 60601

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
April 2019
Final
Other Business ActivitiesSells Insurance

Brittnei is an insurance agent for Bankers Life & Casualty Company, selling various insurance products, taking about half of her time. She also volunteers as Chairperson of the Communications Committee for the New Hanover County NAACP and is a member of Strong Women in Marketing.

Employment History
Current Registrations
Bankers Life Advisory Services, INC.
August 2021 - Present · 4 yrs 11 mos
Bankers Life Securities, INC.Broker
July 2021 - Present · 5 yrs
State Registrations4 states
MDNCNYPA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Brittnei Larue - Financial Advisor | TrueAdvisor